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Index 

 

 

Speaking of Accounts...

The accounts are used to control the registration of users in courses available. They can be of two types:

  • Credits: registration control for this type of account is for credits. The Bill has a number of credits that are deducted each time the user is enrolled in a course that requires credits, i.e. that has a cost of registration. It is possible to recharge credits to the account, as well as set a limit to her, that is, when the user runs out all his credits, he shall use the account limit to be able to enroll in the courses available, leaving the account with negative credits. In case of cancellation of the registration, the credits are returned to the user's account only when he hasn't started the course. Otherwise, the credits are not returned, even if he has not completed the course. To enroll in a trail, the amount debited from the user's account is the cost of the trail. So, when he enrolls in a separate training that same track, the credits are not debited again.
  • Time: this type of account allows you to control enrollment by time, that is, it has an expiration date. For as long as the account remains active, users are linked to she can enroll in any track, training or class. The time to expiration of account is set by your administrator. If not set, this time the account remains active for indefinite period, which lets users associated with it enrol on any item in the catalog at any time. When using this type of account, any debit is effected when performing the registration in courses that require credits, since the control is by time and not by credits.

In addition to these two account types, there is also the default account, which is used by all users who are not associated with any specific account.

 

Basic Path


01. From the main menu, press Control Panel.

02. Trigger the Learning Guide.

03. Press Accounts.

04. View the global account and the other existing accounts.

 

Alternative Paths


Filter Accounts

 

01. Press Filter Options, located in the upper left corner of the window.

02. Enter the requested information to consider when filtering the Accounts.

The requested information are:

Name
Name of the account to be considered in the filter.

Type
Type of the account to be considered in the filter. The available options are:

  • Todos;
  • Tempo;
  • Crédito.

Status
Situation of the account to be considered in the filter. The available options are:

  • Todos;
  • Ativo;
  • Inativo.

03. Press Search.

To undo the filter set and show all accounts again, press Clear.

04. Show the accounts according to the defined filter.

 

Generate Global Account extract

 

01. Trigger Global account.

02. Enter the starting and ending dates that determine the period from which the extract is generated.

The period for the generation of the extract should not be greater than 30 days.

03. Press Search.

04. View the transactions in the account within the defined period.

You can export the data using export to Excel spreadsheet.

To return to the main screen, press Back.

 

Add account

 

01. Press New.

02. Enter the requested information;

The requested information are:

Name
Name for the account ID.

Default account
When checked, determines that the account is default, i.e. all users not associated with a specific account use the default account to perform enrollments in catalog items.

The Bill requires approval of license plates
When checked, determines that the registration requests of users associated with this account must pass the approval of the responsible for it.

Type
Way in which the account will track the registrations of users associated with it. The available options are:

  • Time: When selected, determines that the account has an expiration date and, after its expiration, your users can no longer perform enrollments in the items available in the catalog.
  • Credit: When selected, determines that the account will track the registrations of its users by means of credits, i.e. the account has a number of credits that can be used to perform enrollments in items that have a registration cost and that are discounted as enrollments are effective.

Expiration date
Date until which the account will remain active and allow your users enroll in any item available in the catalog. This field is only displayed when is set the account is of type Long.

Days to notify before expiring
Number of days prior to the expiration of account considered to start issuing expiration notification to the responsible. This field is only displayed when is set the account is of type Long.

Enables the account use limit (negative balance)
When checked, determines that the account can have negative credit balance. This field is only displayed when is set the account type is credit.

Amount
Negative claims limit value that the account can possess. This field only appears when you mark the option allows to use account limit (negative balance).

03. In Users/virtual Instances, press Add.

04. In the available users and instances window, enter the user name to be associated with the account.

05. In listing displayed, select the user to be associated with the account.

06. Press Add.

To remove a user associated with the account, select it and press Remove. 

07. In Charge of the account, press Add.

Responsible for the account is the user who can change it, IE, inactivate, insert credit, include users, among other options. 

08. In the window Responsible, insert the name of the user who will be responsible for the account.

09. In the listing displayed, select the user who will be responsible for the account.

10. Press Add.

To remove a charge associated with the account, select it and press Remove. 

11. Fire Rescue; or Cancel to quit the inclusion of account.

 

Edit Account

 

01. Select the account to be edited.

02. Press Edit.

03. Change the chosen information.

Information about the fields displayed can be obtained in the alternate path add account. 

04. Fire Rescue; or Cancel to discard the changes you made.

 

Inactivate Account

 

01. Select the account to be inactivated.

02. Press Inactivate.

03. In the message displayed, press Yes to confirm the account inactivation; or Not to drop out of the action, if desired.

To inactivate an account all users are disassociated from her. 

 

Reactivate Account

 

01. Select the account to be reactivated.

02. Press Reactivate.

03. In the message displayed, press Yes to confirm the reactivation of the account; or Not to drop out of the action, if desired.

 

Generate account Extract

 

01. Select the account from which extract will be generated.

02. Press Extract.

03. Enter the starting and ending dates that determine the period from which the extract is generated.

The period for the generation of the extract should not be greater than 30 days. 

04. Press Search.

05. View the transactions in the account within the defined period.

You can export the data using export to Excel spreadsheet.

To return to the main screen, press Back. 

 

Add credits to the account

 

01. Select the account for which the credits will be added.

You can only insert claims into accounts that are kind of credit. 

02. Press Add Credits.

03. Enter the requested information;

The requested information are:

Description
Description to identify the inclusion of credits in your account.

Amount
Value of credits to be added to the account.

04. Press Save to commit the inclusion of credits on account; or Cancel to quit the action, if desired.

 

 

Please note!

This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.

 

 

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